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Financial Planning

Credential: Ontario Graduate Certificate Program Code: 20791 Length: 2 semesters

Programs Starting Between:

To be eligible for admission, you must possess the following:

  • A bachelor’s degree

All applicants whose first language is not English must meet Humber’s English Language Proficiency Policy.

 

Mature Applicants

An applicant is considered a mature applicant if they have not completed secondary school or other postsecondary school, and will be 19 or older (21 or older for degree programs) as of the first day of classes. Humber will invite you for testing to demonstrate that you meet program eligibility. Mature applicants for degree programs will be required to meet course requirements at the U level or equivalent.

College Transfer Applicants

An applicant is considered a college transfer applicant if they have completed some or all of a college-level credential. Humber will use your college courses and grades to determine program eligibility. You may also be eligible for transfer credit if you are admitted to a Humber program.

University Transfer Applicants

An applicant is considered a university transfer applicant if they have completed some or all of a university-level credential. Humber will use your university courses and grades to determine program eligibility. You may also be eligible for transfer credit if you are admitted to a Humber program.

Selection: Admission selection is based on the academic criteria indicated. Meeting minimum eligibility requirements does not guarantee admission.

 


Post-Admission Requirements:

  • Proficiency in the use of word processing, database and spreadsheet software
Date Location Availability International Student Availability
September 2017LakeshoreOpenOpen

The 2016/2017 fee for two semesters was:

  • domestic $6,028.12
  • international $14,800.

Amounts listed were the total of tuition, lab and material fees, student service and auxiliary fees for the first two semesters of the 2016/2017 academic year. Fees are subject to change.

Additional Costs

Our program prepares you to write the qualifying exams for the licences and designations required by the financial services industry. Costs for such licences and designations are in addition to the fees noted above and are payable to, and at the discretion of, the associated governing body as follows:

Additional costs for textbooks and other program course materials – $1,200.

These costs are current as of May 2015 and are subject to change.

Fees by Semester >

Scholarships

Humber offers a variety of scholarships each year.

Learn more >

Program Contact(s)

Richard Kingston
Program Co-ordinator
416.675.6622 ext. 3227
richard.kingston@humber.ca

Admissions

416-675-5000
enquiry@humber.ca

International Students

Phone 1-416-675-5067
international@humber.ca

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Apply to Humber

Applications to Humber are made through ontariocolleges.ca. Be sure to submit your application by the equal consideration deadline of February 1. You may apply after February 1, however, post-February 1 applications will be considered on a first-come, first-served basis depending on the availability of the space in the program. To check program availability refer to the Campus/Availability listing on Humber's program pages or ontariocolleges.ca.

Admission Road Map >

Apply through Ontario Colleges >

International Students

If you’re an international student, you can apply directly to Humber via our International Centre.

Apply through the International Centre >

Fees by Semester

Semester 1 Domestic Fee International Fee*
Total $3,014.06 $7,212.50
Tuition $2,510.55 $6,708.99
Mandatory Non-Tuition $503.51 $503.51
Lab/Materials $0.00 $0.00
Co-op/Placement    

 

Semester 2 Domestic Fee International Fee*
Total $3,014.06 $7,212.50
Tuition $2,510.55 $6,708.99
Mandatory Non-Tuition $503.51 $503.51
Lab/Materials $0.00 $0.00
Co-op/Placement    

*Plus Mandatory Health Insurance fee once per academic year: Fall start - $375 Winter start - $250 Summer start - $125

Our Program

Humber’s Financial Planning graduate certificate program provides a clear pathway to careers in the lucrative financial services industry.

Our program provides you with a broad range of financial, business and soft skills plus the opportunity to earn the licences and designations that financial services institutions are looking for in the professionals they hire. Become licensed to sell stocks, bonds, mutual funds and a variety of insurance products.

Program faculty are chosen for their expertise and experience in the financial services sector, and many continue to work in the industry.

Courses Learning Outcomes

Upon successful completion of the program, a graduate will:

  • Adhere to the certified financial planner ethical code of conduct, standards of practice, regulatory, legal and taxation requirements.

  • Establish and manage the client-planner relationship.

  • Analyze and evaluate client financial data including investment goals, life and health insurance, retirement planning and estate planning, considering economic information.

  • Develop and present financial recommendations and/or alternatives regarding investments, retirement planning, estate planning, life and health insurance.

  • Implement financial recommendations and monitor clients’ accounts.

  • Market and promote financial products, services, solutions and strategies that meet client needs.

  • Provide investment advisory services, using current software and entrepreneurial skills.

  • Qualify to challenge the Certified Financial Planner (CFP™), the Life Insurance Licence (LLQP) examination and the Canadian Securities Course.


Close

Work Placement

Gain first-hand experience in the financial services industry with a four-week work placement which takes place either during the program or full time at the end of the program. Placements provide the valuable work experience employers seek.

Your Career

The baby boomers, the cohort of 50- to 70-year olds who account for one in three Canadians, are expected to be the wealthiest retirees in history and will likely want help managing their assets for decades to come. Be in demand advising clients on investments, retirement, trusts, taxation and insurance. Find employment as a financial advisor, financial planner or investment advisor. Or, use your entrepreneurial skills and knowledge gained in the program to open your own business or act as a consultant.

Professional Accreditation, Endorsement and Recognition

Our program is approved by the Financial Planning Standards Council (FPSC). You will have the opportunity to seek your Certified Financial Planner (CFP) designation and to complete the Canadian Securities Course (CSC). Completion of the CSC is mandatory for those who wish to be licensed to sell stocks, bonds and mutual funds. Graduates will also be able to seek their Life License Qualification Program (LLQP), which is mandatory for those who wish to sell life, health and disability insurance. See Additional Costs.

Additional requirements may apply.

Note: The requirements for the additional credential(s) are determined by the granting body, which is independent from the College. Students are encouraged to obtain the specific requirements directly from the granting body before enrolling. 

Scholarships & Awards

Students may be eligible for a number of scholarships and awards.

Every attempt is made to ensure that information contained in this website is current and accurate. Humber reserves the right to correct any error or omission, modify or cancel any course, program, fee, timetable or campus location at any time without prior notice or liability to users or any other Person.